Job Description
About Us:
At Near, we help top talent in Latin America find remote roles with US companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.
About Our Client:
Our client is a leading online M&A sourcing platform connecting professional acquirers and sellers of privately held small businesses. Their digital transaction platform improves the speed, confidentiality, and success rate of lower middle market M&A transactions.
In 2025 alone, more than 12,500 businesses pursued M&A through the platform, generating over 1,000,000 connections, 100,000+ signed NDAs, and hundreds of millions of dollars in closed transactions. The company operates at the center of the private equity, investment banking, and lower middle market deal ecosystem.
About the role
Our client’s Go-to-Market (GTM) team is responsible for driving new business and strengthening relationships with both sell-side (investment banks, M&A advisors, business brokers, and business owners) and buy-side (private equity firms, family offices, corporate development teams, independent sponsors, and search funds) customers.
As part of the GTM team, you'll manage a portfolio of prospective and existing accounts, helping drive customer success through proactive outreach, relationship building, and account management. You'll engage members via phone and email, ensure critical processes are completed accurately, and deliver a best-in-class customer experience.
Success in this role comes from building trust, understanding customers' goals, increasing platform engagement, and clearly communicating the value of the product. You'll receive ongoing training, coaching, and support to develop your product knowledge, customer engagement skills, and consultative approach.
Key Responsibilities:
- Understand unique member investment goals and go to market strategies to ensure they are effectively set up to see success on the platform.
- Drive key KPIs around member engagement with the product, through phone and email interaction.
- Deliver on a number of account management responsibilities, including but not limited to: ? Proactive prospect and member outreach to drive improved platform usage
- 20+ connected calls a week; promptly responding to member inbound requests via email, launching email campaigns to improve Member’s usage of the Axial platform
- Reporting common product and service feedback to the appropriate internal teams ? Salesforce admin processing including contract processing and verification
- Help requests via phone and email
- Attending and participating in regular internal meetings and contributing to internal projects and initiatives as they arise
What We’re Looking For:
- Up to 10 years of professional experience
- 2+ years of credible and demonstrated experience in a quota-carrying role within B2B sales/account management/customer success
- Prior exposure and GTM sales/account management/customer success experience in or around investment banking, private equity, or financial services in the North American market is a strong plus
- Exceptionally strong English written and oral communication skills
- Referenceable history of achieving increasing levels of excellence in personal or professional settings
- Highly responsive and organized
- Tech-savvy, detail-oriented, eager to learn and flexible
- Positive and professional work attitude
Compensation: Approx. $80K USD OTE (~$50K base + ~$30K uncapped variable, 60/40 split). The variable is tied to member engagement and deal outcomes. All Buy-Side team members achieved 100%+ of OTE last year.
Ready to apply?
Sign in or create your near profile in under a minute.
